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All articles written for the general public on this website are necessarily oversimplified and may not be appropriate for any particular person’s situation.

You must not rely on the information provided on this website in making your own planning decisions.

Information contained on this website is NOT an acceptable substitute for legal advice from an attorney who is:

  • licensed in the state where you live;
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  • familiar with the details of your situation.

This website addresses general issues, and cannot address all exceptions and unique situations. You should never rely on general estate planning information. The problems with a poorly designed estate plan–which may include a will or trust that is legally valid but inadequate–will not usually surface until it is too late to correct. Acting on general information can be penny wise and pound foolish.

Although this website includes pages that discuss tax issues, nothing on this site contains legal or tax advice that can be relied on or otherwise used by a taxpayer for the purpose of either avoiding tax penalties that may be imposed on the taxpayer by the Internal Revenue Service or by a court, or promoting, marketing, or recommending any tax-planning strategy to another person.

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